Andrew Um

Andrew Um: Email & Phone Number

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Financial Consultant at Fidelity Investments|Greater Seattle Area, United States

Position:

Financial Consultant at Fidelity Investments

Location:

Greater Seattle Area, United States

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Last updated: 2026-06-09
Updated: 2026-06-09

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Work Experience 11 years

Financial Consultant at Fidelity Investments

Nov 2025 - Current

Investment Consultant at Fidelity Investments

Aug 2025 - Oct 2025

Planning Consultant at Fidelity Investments

Jun 2024 - Aug 2025

Relationship Manager at Fidelity Investments

Feb 2024 - Jun 2024

Financial Representative at Fidelity Investments

Mar 2023 - Feb 2024

Academic Coach at Self-employed

Jul 2021 - Mar 2023

Academic Coach at Ellipsis Academy

Sep 2018 - Jul 2021

SRAP Intern at Pacific Northwest National Laboratory - PNNL

Jun 2015 - Sep 2015

Andrew Um started working in 2015, then the employee has changed 3 companies and 6 jobs. On average, Andrew Um works for one company for 1 year.

Their professional focus is Business Analytics, Communication, and Data Analysis across 3 core areas.

Andrew holds Certified Financial Planner (CFP), Series 66, and Series 7 certifications.

Education

Bachelor of Arts - BA at University of Washington - Michael G. Foster School of Business

High School Diploma at Richland High School

Andrew Um Namesakes

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Company
Position
Andrew
BYU Brand and Creative
Web Developer
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Andrew
Aquarist
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Andrew
Freelance
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